Portfolio Management

Sorin maintains a complete, real-time view of your portfolio across wallets, chains, exchanges, and venues. Every insight, recommendation, and alert is interpreted against what you actually own — so advice is always concrete, never abstract.

What's Possible with Portfolio Management

You Say	What You Get
"What do I own?"	Full portfolio snapshot across venues, normalized and readable.
"How am I exposed to L2s?"	Exposure breakdown — direct holdings plus indirect exposure through LPs and strategies.
"What's my biggest risk right now?"	Concentration, correlation, and leverage risks surfaced in plain language.
"How has my portfolio performed this week?"	Performance attribution — which positions moved the portfolio and by how much.
"Am I overexposed to any narrative?"	Narrative exposure across your full book, including indirect exposure.

What Sorin Tracks

Holdings Across Venues

Sorin unifies positions from:

• Wallets — EVM chains, Solana, and more

• Centralized exchanges — spot balances and perps positions

• DeFi protocols — lending positions, LP positions, staked assets

• Prediction markets — open event positions

All normalized into a single view, sized in a common unit of account.

Exposure Breakdowns

Beyond just "what you hold," Sorin tracks:

• By asset — BTC, ETH, SOL, etc.

• By chain — L1 vs L2, Solana vs Ethereum, multi-chain exposure

• By sector/narrative — DeFi, restaking, memes, L2s, AI

• By position type — spot vs. perps vs. LP vs. yield

Risk Metrics

Portfolio-level metrics Sorin surfaces proactively:

Metric	What It Tells You
Concentration	How much of your portfolio is in a single asset or narrative
Correlation	How much your positions move together — diversified or not
Leverage	Effective leverage across perps and borrow positions
Liquidity	How much of your portfolio could exit quickly if needed
Narrative exposure	Total exposure to any single narrative, direct + indirect

Why Portfolio Awareness Matters

Advice without context is noise. "This protocol looks good" means nothing without knowing whether you already have 40% of your portfolio exposed to that same narrative.

Sorin's answers are always grounded in your real portfolio:

• A research summary ends with what it means for you specifically

• A strategy proposal is sized against your actual capital and risk profile

• An alert is triggered by your positions crossing a threshold, not generic market moves

• A rebalance recommendation is calculated from where you are to where you want to be

Example Conversation

You: "How exposed am I to the restaking narrative?"

Sorin: "Your restaking exposure totals ~22% of your portfolio, broken down as:

• 11% direct — EigenLayer and two liquid restaking tokens

• 6% indirect — your Pendle PT position is earning yield off restaking

• 5% overlap — one of your DeFi LPs includes a restaking token on one side

That's above your stated 'moderate' tolerance for any single narrative (typically 15%). If restaking has a bad month, ~22% of your book gets hit.

Want me to show you trim options that reduce exposure while keeping your highest-conviction positions?"

Staying Connected

Portfolio awareness depends on Sorin being able to see your positions. You'll connect:

• Read-only wallet addresses — for on-chain positions

• Exchange accounts — read-only API connections, no trading keys stored beyond what you explicitly authorize

• Protocol positions — surfaced automatically from connected wallets

Privacy note: Portfolio data is private to your account and used only to personalize your Sorin experience.